See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,741 | $80,717-91.6% | $154,803-95.6% | $84,808-92.1% |
| Participation rate | 74.3% | 66.8%+7.5pp | 78.1%-3.8pp | 68.3%+6.0pp |
| Annual return | 23.00% | 37.96%-15.0pp | 58.88%-35.9pp | 40.90%-17.9pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,787 | $3,303+14.6% | $5,540-31.7% | $4,212-10.1% |
| Admin fee / account holder | $122 | $6,746-98.2% | $14,329-99.1% | $7,344-98.3% |